Logo

T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameT & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN
Plan identification number 001

T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

T & B EQUIPMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:T & B EQUIPMENT COMPANY, INC.
Employer identification number (EIN):561177868
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01GREGORY MYLES GREGORY MYLES2018-10-02
0012016-01-01GREGORY MYLES GREGORY MYLES2017-10-05
0012015-01-01MICHAEL KELLY MICHAEL KELLY2016-08-18
0012014-01-01MICHAEL KELLY
0012013-01-01MICHAEL KELLY2014-07-30 MICHAEL KELLY2014-07-30
0012012-01-01MICHAEL KELLY2013-07-23 MICHAEL KELLY2013-07-23
0012011-01-01MICHAEL KELLY
0012010-01-01MICHAEL KELLY
0012009-01-01MICHAEL KELLY

Plan Statistics for T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2018: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01149
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01149
Number of participants with account balances2017-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-01127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01134
Number of participants with account balances2016-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01130
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01134
Number of participants with account balances2015-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01122
Total number of active participants reported on line 7a of the Form 55002014-01-01124
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01128
Number of participants with account balances2014-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2011: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01111
Total number of active participants reported on line 7a of the Form 55002011-01-0185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0188
Number of participants with account balances2011-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0159
Total number of active participants reported on line 7a of the Form 55002010-01-01101
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01107
Number of participants with account balances2010-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01115
Total number of active participants reported on line 7a of the Form 55002009-01-0147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0154
Number of participants with account balances2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2018 : T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$3,050,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$20,097
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$3,030,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$265
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$12,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$20,097
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,030,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,945,942
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$71,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$19,832
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KEITER
Accountancy firm EIN2018-12-31541631262
2017 : T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$892,715
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$630,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$629,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$371,941
Value of total assets at end of year2017-12-31$3,030,018
Value of total assets at beginning of year2017-12-31$2,768,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,187
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$450
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$250,795
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$737
Total non interest bearing cash at end of year2017-12-31$12,372
Total non interest bearing cash at beginning of year2017-12-31$13,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$261,719
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,030,018
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,768,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$737
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,945,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,702,436
Value of interest in common/collective trusts at end of year2017-12-31$71,704
Value of interest in common/collective trusts at beginning of year2017-12-31$52,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$518,966
Net investment gain or loss from common/collective trusts2017-12-31$1,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$121,146
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$629,809
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KEITER
Accountancy firm EIN2017-12-31541631262
2016 : T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$580,167
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$139,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$137,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$382,968
Value of total assets at end of year2016-12-31$2,768,299
Value of total assets at beginning of year2016-12-31$2,327,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,563
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$225
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$258,595
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$1,435
Total non interest bearing cash at end of year2016-12-31$13,786
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$440,988
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,768,299
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,327,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,702,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,269,217
Value of interest in common/collective trusts at end of year2016-12-31$52,077
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$58,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$58,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$195,094
Net investment gain or loss from common/collective trusts2016-12-31$670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$124,373
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$137,616
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KEITER
Accountancy firm EIN2016-12-31541631262
2015 : T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$339,012
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$35,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$342,295
Value of total assets at end of year2015-12-31$2,327,311
Value of total assets at beginning of year2015-12-31$2,024,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$152
Total interest from all sources2015-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$152
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$229,296
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$303,054
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,327,311
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,024,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,269,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,978,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$58,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$45,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$45,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$112,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$35,806
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KEITER
Accountancy firm EIN2015-12-31541631262
2014 : T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$381,599
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$15,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$273,411
Value of total assets at end of year2014-12-31$2,024,257
Value of total assets at beginning of year2014-12-31$1,658,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$65
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$65
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$174,825
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$366,199
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,024,257
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,658,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,978,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,593,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$45,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$64,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$64,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$108,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$98,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,335
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KEITER
Accountancy firm EIN2014-12-31541631262
2011 : T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$167,474
Expenses. Total of all expenses incurred2011-12-31$786
Benefits paid (including direct rollovers)2011-12-31$570
Total plan assets at end of year2011-12-31$963,639
Total plan assets at beginning of year2011-12-31$796,951
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$119,452
Other income received2011-12-31$-25,328
Net income (gross income less expenses)2011-12-31$166,688
Net plan assets at end of year (total assets less liabilities)2011-12-31$963,639
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$796,951
Total contributions received or receivable from employer(s)2011-12-31$73,350
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$196,005
Expenses. Total of all expenses incurred2010-12-31$196,271
Benefits paid (including direct rollovers)2010-12-31$156,110
Total plan assets at end of year2010-12-31$796,951
Total plan assets at beginning of year2010-12-31$797,217
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$86,798
Other income received2010-12-31$86,774
Net income (gross income less expenses)2010-12-31$-266
Net plan assets at end of year (total assets less liabilities)2010-12-31$796,951
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$797,217
Total contributions received or receivable from employer(s)2010-12-31$22,433
Value of corrective distributions2010-12-31$39,576
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$585

Form 5500 Responses for T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN

2018: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2011: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: T & B EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1